Financial Advisor609 North 291 HighwayLee's Summit, MO 64086Phone: 816.525.5300Email: firstname.lastname@example.org
Tom works closely with individuals and families from diverse financial backgrounds to develop personal financial plans that address current needs while working to achieve well defined financial goals. To achieve your short- and long-term goals, it is important to establish a sustainable investment plan. Your plan should:
Once established, Tom will invite you to periodically review the plan. Not only to ensure you are satisfied with recent performance, but to make any adjustments necessary to keep your plan on track when life situations and /or economic conditions change.
Tom holds Series 7, 63 and 66 securities registrations and insurance licenses in Missouri and Kansas. When not serving his clients, he stays busy trying to keep up with his daughters, doing a little woodworking and researching his family history.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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